WisdomTree Eurozone Efficient Core UCITS ETF EUR Acc

The WisdomTree Eurozone Efficient Core UCITS ETF (the "Fund") seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Eurozone Efficient Core UCITS Index (the "Index"). The index is designed to track the performance of a 90% exposure to large and mid-cap eurozone equities, and 60% to euro denominated government bond futures contracts, effectively delivering a leveraged position to the traditional 60/40 portfolio. The index excludes companies that do not meet WisdomTree's ESG (environmental, social, and governance) criteria. The index is comprised of three key components: the equity component, the bond component, and the cash component. Equity component: The Index invests in a diversified basket of eurozone large and mid-capitalisation companies in order to achieve a 90% exposure to equity securities based on certain eligibility requirements outlined in the Index methodology. Bond component: The Index provides synthetic exposure to a basket of Euro denominated government bond future contracts with maturities ranging from 2 to 30 years in order to achieve a 60% notional exposure to bonds. Currently the Bonds include French, German and Italian government bond futures contracts. Cash component: The Index has roughly 10% exposure to cash in Euro, which serves as collateral for the euro denominated government bond futures contracts. The Index has target weights of 90%, 60%, and 10% notional exposure on equity components, bond components, and cash components respectively. The Index is rebalanced on a quarterly basis. The risk of not achieving the objective increases if the product is not held for the recommended holding period specified below. In order to achieve its objective, the Fund will employ a "passive management" (or indexing) investment approach and will invest in a portfolio of equity securities that so far as possible and practicable consists of a representative sample of the component securities of the Index. As it may be dif

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No